Thrivent Financial for Lutherans
Minneapolis MN · SEC CIK 0000314984
$524.76亿2026Q1 申报市值
2,522持仓数
18.6%前十大占比 · 第一大 3.4%
149 / 167新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
LRCX 加仓+$2.30亿
GE 加仓+$2.00亿
CEG 加仓+$1.42亿
ANET 加仓+$1.38亿
ETN 加仓+$1.21亿
2026Q1 卖出最多 按季末市值估算
NVDA 减仓-$2.89亿
SPOT 减仓-$2.22亿
TSME 减仓-$2.19亿
MSFT 减仓-$1.52亿
V 减仓-$1.44亿
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| ASTE | ASTEC INDS INC | $82.20万 | 0.00% | 15,269 | -450 | -2.9% | -$2.42万 | 减仓 |
| MKL | MARKEL GROUP INC | $82.00万 | 0.00% | 428 | 428 | — | $82.00万 | 新建仓 |
| TY | TRI CONTL CORP | $81.90万 | 0.00% | 25,907 | 0 | 0.0% | — | 不变 |
| — | ELEVATION SERIES TRUST | $81.80万 | 0.00% | 21,990 | -284 | -1.3% | -$1.06万 | 减仓 |
| TRIP | TRIPADVISOR INC | $81.40万 | 0.00% | 76,407 | -4,509 | -5.6% | -$4.80万 | 减仓 |
| XNTK | SPDR SERIES TRUST | $80.80万 | 0.00% | 3,166 | 113 | 3.7% | $2.88万 | 加仓 |
| ELF | E L F BEAUTY INC | $80.60万 | 0.00% | 13,305 | -124 | -0.9% | -$7,512 | 减仓 |
| TNC | TENNANT CO | $80.60万 | 0.00% | 12,132 | -356 | -2.9% | -$2.37万 | 减仓 |
| VIS | VANGUARD WORLD FD | $80.60万 | 0.00% | 2,581 | -11 | -0.4% | -$3,435 | 减仓 |
| VC | VISTEON CORP | $80.30万 | 0.00% | 8,815 | -6,540 | -42.6% | -$59.58万 | 减仓 |
| EEFT | EURONET WORLDWIDE INC | $80.10万 | 0.00% | 12,069 | 5 | 0.0% | $332 | 加仓 |
| — | TWO HARBORS INVENTMENT CORP | $79.90万 | 0.00% | 69,956 | -1,612 | -2.3% | -$1.84万 | 减仓 |
| IBHH | ISHARES TR | $79.90万 | 0.00% | 34,049 | 5,805 | 20.6% | $13.62万 | 加仓 |
| STZ | CONSTELLATION BRANDS INC | $79.70万 | 0.00% | 5,316 | -31 | -0.6% | -$4,648 | 减仓 |
| GPN | GLOBAL PMTS INC | $79.50万 | 0.00% | 11,808 | 28 | 0.2% | $1,885 | 加仓 |
| CNXC | CONCENTRIX CORP | $79.30万 | 0.00% | 28,976 | 19,022 | 191.1% | $52.06万 | 加仓 |
| ACT | ENACT HLDGS INC | $78.70万 | 0.00% | 19,276 | -15,517 | -44.6% | -$63.35万 | 减仓 |
| ALSN | ALLISON TRANSMISSION HLDGS | $78.70万 | 0.00% | 6,723 | -6,079 | -47.5% | -$71.16万 | 减仓 |
| VTOL | BRISTOW GROUP INC | $78.70万 | 0.00% | 16,794 | -494 | -2.9% | -$2.31万 | 减仓 |
| ROCK | GIBRALTAR INDS INC | $78.60万 | 0.00% | 19,719 | -581 | -2.9% | -$2.32万 | 减仓 |
| TROW | PRICE T ROWE GROUP INC | $78.30万 | 0.00% | 8,684 | -3 | -0.0% | -$270 | 减仓 |
| AGI | ALAMOS GOLD INC | $78.00万 | 0.00% | 17,548 | 17,548 | — | $78.00万 | 新建仓 |
| WHR | WHIRLPOOL CORP | $77.70万 | 0.00% | 14,402 | 1,658 | 13.0% | $8.95万 | 加仓 |
| REYN | REYNOLDS CONSUMER PRODS INC | $77.30万 | 0.00% | 36,504 | -1,073 | -2.9% | -$2.27万 | 减仓 |
| MCRI | MONARCH CASINO & RESORT INC | $77.30万 | 0.00% | 8,088 | -440 | -5.2% | -$4.21万 | 减仓 |
| BHF | BRIGHTHOUSE FINL INC | $77.10万 | 0.00% | 12,884 | 10 | 0.1% | $598 | 加仓 |
| AMRZ | AMRIZE LTD | $76.90万 | 0.00% | 13,728 | 0 | 0.0% | — | 不变 |
| SLGN | SILGAN HLDGS INC | $76.70万 | 0.00% | 19,760 | 11 | 0.1% | $427 | 加仓 |
| TOWN | TOWNEBANK PORTSMOUTH VA | $76.60万 | 0.00% | 22,746 | 0 | 0.0% | — | 不变 |
| TMB | THORNBURG ETF TR | $76.60万 | 0.00% | 30,040 | 30,040 | — | $76.60万 | 新建仓 |
| KHC | KRAFT HEINZ CO | $76.30万 | 0.00% | 33,920 | -64 | -0.2% | -$1,440 | 减仓 |
| RVMD | REVOLUTION MEDICINES INC | $76.30万 | 0.00% | 7,852 | 7,852 | — | $76.30万 | 新建仓 |
| EXPD | EXPEDITORS INTL WASH INC | $76.20万 | 0.00% | 5,322 | -605,100 | -99.1% | -$8,663.78万 | 减仓 |
| OLN | OLIN CORP | $76.10万 | 0.00% | 25,595 | -18,818 | -42.4% | -$55.95万 | 减仓 |
| USPH | U S PHYSICAL THERAPY | $76.10万 | 0.00% | 10,149 | -299 | -2.9% | -$2.24万 | 减仓 |
| PAHC | PHIBRO ANIMAL HEALTH CORP | $76.10万 | 0.00% | 13,766 | -284 | -2.0% | -$1.57万 | 减仓 |
| BILL | BILL HOLDINGS INC | $76.00万 | 0.00% | 19,844 | -229 | -1.1% | -$8,770 | 减仓 |
| PRG | PROG HOLDINGS INC | $75.70万 | 0.00% | 26,396 | -778 | -2.9% | -$2.23万 | 减仓 |
| EMA | EMERA INC | $75.70万 | 0.00% | 14,644 | 14,644 | — | $75.70万 | 新建仓 |
| BBHY | J P MORGAN EXCHANGE TRADED | $75.50万 | 0.00% | 16,544 | -968 | -5.5% | -$4.42万 | 减仓 |
| ISTB | ISHARES TR | $75.30万 | 0.00% | 15,530 | -1,016 | -6.1% | -$4.93万 | 减仓 |
| SEB | SEABOARD CORP DEL | $75.20万 | 0.00% | 133 | 133 | — | $75.20万 | 新建仓 |
| SNA | SNAP ON INC | $74.90万 | 0.00% | 2,063 | -1,477 | -41.7% | -$53.62万 | 减仓 |
| IONS | IONIS PHARMACEUTICALS INC | $74.80万 | 0.00% | 9,962 | 0 | 0.0% | — | 不变 |
| UAA | UNDER ARMOUR INC | $74.70万 | 0.00% | 126,385 | -3,712 | -2.9% | -$2.19万 | 减仓 |
| QDEL | QUIDELORTHO CORP | $74.50万 | 0.00% | 45,343 | -1,336 | -2.9% | -$2.20万 | 减仓 |
| SMG | SCOTTS MIRACLE-GRO CO | $74.40万 | 0.00% | 12,235 | -9,138 | -42.8% | -$55.57万 | 减仓 |
| XPEL | XPEL INC | $74.40万 | 0.00% | 16,813 | -495 | -2.9% | -$2.19万 | 减仓 |
| HRMY | HARMONY BIOSCIENCES HLDGS I | $74.30万 | 0.00% | 26,526 | -781 | -2.9% | -$2.19万 | 减仓 |
| EXPO | EXPONENT INC | $74.00万 | 0.00% | 11,337 | 6 | 0.1% | $392 | 加仓 |
| XNCR | XENCOR INC | $73.90万 | 0.00% | 61,273 | -21,555 | -26.0% | -$26.00万 | 减仓 |
| ESML | ISHARES TR | $73.80万 | 0.00% | 15,694 | 4,157 | 36.0% | $19.55万 | 加仓 |
| KBH | KB HOME | $73.70万 | 0.00% | 14,234 | -350 | -2.4% | -$1.81万 | 减仓 |
| AZTA | AZENTA INC | $73.50万 | 0.00% | 34,763 | -671 | -1.9% | -$1.42万 | 减仓 |
| WEN | WENDYS CO | $73.30万 | 0.00% | 105,482 | -76,606 | -42.1% | -$53.23万 | 减仓 |
| FRME | FIRST MERCHANTS CORP | $73.20万 | 0.00% | 18,916 | 0 | 0.0% | — | 不变 |
| CNMD | CONMED CORP | $73.10万 | 0.00% | 20,671 | -609 | -2.9% | -$2.15万 | 减仓 |
| ALGT | ALLEGIANT TRAVEL CO | $72.80万 | 0.00% | 8,980 | -266 | -2.9% | -$2.16万 | 减仓 |
| PVH | PVH CORPORATION | $72.60万 | 0.00% | 10,409 | -516 | -4.7% | -$3.60万 | 减仓 |
| BRO | BROWN & BROWN INC | $72.30万 | 0.00% | 11,082 | -2,331 | -17.4% | -$15.21万 | 减仓 |
| SAFT | SAFETY INS GROUP INC | $72.20万 | 0.00% | 9,942 | -292 | -2.9% | -$2.12万 | 减仓 |
| PRGS | PROGRESS SOFTWARE CORP | $72.10万 | 0.00% | 28,110 | -1,374 | -4.7% | -$3.52万 | 减仓 |
| SEZL | SEZZLE INC | $72.10万 | 0.00% | 11,398 | -336 | -2.9% | -$2.13万 | 减仓 |
| IYR | ISHARES TR | $71.80万 | 0.00% | 7,589 | -347 | -4.4% | -$3.28万 | 减仓 |
| HFWA | HERITAGE FINL CORP WASH | $71.40万 | 0.00% | 27,450 | -19,467 | -41.5% | -$50.64万 | 减仓 |
| QLYS | QUALYS INC | $71.00万 | 0.00% | 8,079 | -2,127 | -20.8% | -$18.69万 | 减仓 |
| GSHD | GOOSEHEAD INS INC | $70.90万 | 0.00% | 16,626 | -490 | -2.9% | -$2.09万 | 减仓 |
| PZZA | PAPA JOHNS INTL INC | $70.90万 | 0.00% | 21,886 | -645 | -2.9% | -$2.09万 | 减仓 |
| ASTH | ASTRANA HEALTH INC | $70.60万 | 0.00% | 28,798 | -848 | -2.9% | -$2.08万 | 减仓 |
| WCN | WASTE CONNECTIONS INC | $70.40万 | 0.00% | 4,333 | -3,302 | -43.2% | -$53.65万 | 减仓 |
| SUSA | ISHARES TR | $70.40万 | 0.00% | 5,333 | 165 | 3.2% | $2.18万 | 加仓 |
| CHTR | CHARTER COMMUNICATIONS INC | $70.40万 | 0.00% | 3,260 | -78 | -2.3% | -$1.68万 | 减仓 |
| MBC | MASTERBRAND INC | $70.30万 | 0.00% | 84,622 | -2,492 | -2.9% | -$2.07万 | 减仓 |
| DOCS | DOXIMITY INC | $70.20万 | 0.00% | 30,149 | -6,563 | -17.9% | -$15.28万 | 减仓 |
| HPQ | HP INC | $70.10万 | 0.00% | 36,483 | -11,159 | -23.4% | -$21.44万 | 减仓 |
| FOXF | FOX FACTORY HLDG CORP | $70.00万 | 0.00% | 42,523 | -822 | -1.9% | -$1.35万 | 减仓 |
| PDFS | PDF SOLUTIONS INC | $69.90万 | 0.00% | 21,363 | -629 | -2.9% | -$2.06万 | 减仓 |
| COLL | COLLEGIUM PHARMACEUTICAL IN | $69.80万 | 0.00% | 21,100 | -622 | -2.9% | -$2.06万 | 减仓 |
| KRC | KILROY REALTY CORP | $69.30万 | 0.00% | 24,564 | 55 | 0.2% | $1,552 | 加仓 |
| SDCI | USCF ETF TR | $68.80万 | 0.00% | 25,271 | 4,832 | 23.6% | $13.16万 | 加仓 |
| GIII | G III APPAREL GROUP LTD | $68.60万 | 0.00% | 24,781 | -746 | -2.9% | -$2.07万 | 减仓 |
| PFBC | PREFERRED BK LOS ANGELES CA | $68.60万 | 0.00% | 7,560 | -235 | -3.0% | -$2.13万 | 减仓 |
| LRGF | ISHARES TR | $68.40万 | 0.00% | 10,362 | 1,764 | 20.5% | $11.64万 | 加仓 |
| PCVX | VAXCYTE INC | $68.20万 | 0.00% | 11,742 | 0 | 0.0% | — | 不变 |
| FNDX | SCHWAB STRATEGIC TR | $68.10万 | 0.00% | 24,442 | 27 | 0.1% | $752 | 加仓 |
| SAH | SONIC AUTOMOTIVE INC | $67.90万 | 0.00% | 9,903 | -291 | -2.9% | -$2.00万 | 减仓 |
| ADAM | ADAMAS TRUST INC. | $67.80万 | 0.00% | 92,119 | 14,089 | 18.1% | $10.37万 | 加仓 |
| PMT | PENNYMAC MTG INVT TR | $67.70万 | 0.00% | 58,081 | -12,538 | -17.8% | -$14.61万 | 减仓 |
| CVI | CVR ENERGY INC | $67.70万 | 0.00% | 20,131 | -593 | -2.9% | -$1.99万 | 减仓 |
| KD | KYNDRYL HLDGS INC | $67.60万 | 0.00% | 51,497 | -707,352 | -93.2% | -$928.54万 | 减仓 |
| GNRC | GENERAC HLDGS INC | $67.60万 | 0.00% | 3,465 | -3,117 | -47.4% | -$60.81万 | 减仓 |
| HSBC | HSBC HLDGS PLC | $67.50万 | 0.00% | 8,264 | 716 | 9.5% | $5.85万 | 加仓 |
| HLIT | HARMONIC INC | $67.30万 | 0.00% | 74,913 | -2,206 | -2.9% | -$1.98万 | 减仓 |
| AESI | ATLAS ENERGY SOLUTIONS INC | $67.30万 | 0.00% | 51,308 | -1,512 | -2.9% | -$1.98万 | 减仓 |
| NHI | NATIONAL HEALTH INVS INC | $67.10万 | 0.00% | 8,302 | 347 | 4.4% | $2.80万 | 加仓 |
| ROKU | ROKU INC | $67.00万 | 0.00% | 7,073 | 0 | 0.0% | — | 不变 |
| — | HOLOGIC INC | $66.90万 | 0.00% | 8,845 | -17 | -0.2% | -$1,286 | 减仓 |
| ENR | ENERGIZER HLDGS INC | $66.80万 | 0.00% | 40,674 | -1,076 | -2.6% | -$1.77万 | 减仓 |
| LPLA | LPL FINL HLDGS INC | $66.80万 | 0.00% | 2,224 | -19 | -0.8% | -$5,707 | 减仓 |
| FOUR | SHIFT4 PMTS INC | $66.60万 | 0.00% | 15,223 | 9 | 0.1% | $394 | 加仓 |